Scheduled reporting on occupancy, revenue, and vacancies

Purpose

1. Generate and distribute scheduled reports detailing apartment occupancy rates, revenue performance, and vacancy data.

2. Aggregate operational metrics from property management systems and financial databases.

3. Deliver insights to stakeholders, owners, and management through automated channels and in preferred formats (PDF, XLSX, CSV, HTML, direct message).

4. Ensure timely, consistent reporting aligned with leasing cycles, financial reviews, and compliance audits.

Trigger Conditions

1. Predefined calendar schedule (e.g., daily, weekly, monthly at set times).

2. Custom event triggers, such as end-of-month, quarter, or upon data update in core systems.

3. On-demand manual command via dashboard or secure message.

4. Automated data ingestion from property management or accounting platforms.

Platform Variants

1. Google Sheets

• Feature/Setting: Scheduled Apps Script trigger—extracts data, formats into report, shares via email.
  

2. Microsoft Power Automate

• Feature/Setting: Recurrence trigger; uses ‘Get rows’ from Excel Online, compiles, and sends as Outlook attachment.
  

3. Slack

• Feature/Setting: Scheduled Workflow; posts reports to specified channels or direct messages.
  

4. Twilio SMS

• Feature/Setting: Scheduled SMS API; sends summary statistics to managers’ mobiles.
  

5. SendGrid

• Feature/Setting: Campaign Scheduler; sends customized report attachments to distribution lists.
  

6. Zapier

• Feature/Setting: Scheduled Zap; collects data from property sources, formats report, delivers via chosen app.
  

7. Airtable

• Feature/Setting: Scheduled automation; runs script/report and emails CSV to stakeholders.
  

8. Tableau Server

• Feature/Setting: Scheduled Extracts and Subscriptions; auto-generates dashboards, emails snapshots.
  

9. Power BI Service

• Feature/Setting: Data-driven alerts and scheduled email distribution of occupancy dashboards.
  

10. Salesforce

• Feature/Setting: Report Scheduler; auto-generates rental pipeline and vacancy reports to users.
  

11. Monday.com

• Feature/Setting: Automations to export and email board data (occupancy, revenue) at intervals.
  

12. Mailgun

• Feature/Setting: API send with attachments; distributes periodic occupancy/revenue reports via email.
  

13. OneDrive

• Feature/Setting: Schedule file generation/upload in shared company drive, triggers notification.
  

14. Notion

• Feature/Setting: Integration for recurring export of database views, shares via email or Slack.
  

15. Dropbox

• Feature/Setting: Automated file deposit with notification when reports are ready for review.
  

16. Pipedrive

• Feature/Setting: Scheduled export of deal and property data, emailed report to users.
  

17. ClickSend

• Feature/Setting: SMS Campaign scheduling for sending occupancy/vacancy alerts.
  

18. Google Data Studio (Looker Studio)

• Feature/Setting: Scheduled email delivery of occupancy dashboards in PDF.
  

19. Asana

• Feature/Setting: Reporting rules with scheduled email task digests linked to occupancy metrics.
  

20. HubSpot

• Feature/Setting: Workflow for recurring report email sends to specific real estate contacts.
  

21. Freshdesk

• Feature/Setting: Scheduler for weekly or monthly support ticket summary slated for rental operations.
  

22. AWS Lambda

• Feature/Setting: Cron-based function executes data extraction, compiles and dispatches report via SES.
  

Benefits

1. Eliminates manual data gathering, increasing efficiency and accuracy.

2. Guarantees timely updates for all stakeholders.

3. Reduces reporting errors and latency.

4. Enables data-driven decisions from real-time metrics.

5. Frees staff to focus on tenant relations, leasing, and value-add activities.